Dimensional U.S. Targeted Value ETF $DFAT Stake Raised by Premier Financial Group

Premier Financial Group increased its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 1.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,189,189 shares of the company’s stock after buying an additional 17,894 shares during the period. Dimensional U.S. Targeted Value ETF comprises 18.5% of Premier Financial Group’s investment portfolio, making the stock its 2nd largest holding. Premier Financial Group’s holdings in Dimensional U.S. Targeted Value ETF were worth $71,054,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Caprock Group LLC purchased a new stake in Dimensional U.S. Targeted Value ETF during the 3rd quarter worth approximately $1,748,000. Fortitude Family Office LLC increased its stake in Dimensional U.S. Targeted Value ETF by 14.3% during the 4th quarter. Fortitude Family Office LLC now owns 68,868 shares of the company’s stock worth $4,100,000 after buying an additional 8,603 shares during the period. OLIO Financial Planning increased its stake in Dimensional U.S. Targeted Value ETF by 7.1% during the 4th quarter. OLIO Financial Planning now owns 226,387 shares of the company’s stock worth $13,479,000 after buying an additional 14,980 shares during the period. Disciplined Equity Management Inc. increased its stake in Dimensional U.S. Targeted Value ETF by 2.8% during the 4th quarter. Disciplined Equity Management Inc. now owns 417,953 shares of the company’s stock worth $24,885,000 after buying an additional 11,352 shares during the period. Finally, Bedel Financial Consulting Inc. increased its stake in Dimensional U.S. Targeted Value ETF by 20.3% during the 3rd quarter. Bedel Financial Consulting Inc. now owns 60,415 shares of the company’s stock worth $3,517,000 after buying an additional 10,180 shares during the period.

Dimensional U.S. Targeted Value ETF Stock Down 0.1%

Shares of DFAT opened at $67.50 on Thursday. Dimensional U.S. Targeted Value ETF has a fifty-two week low of $51.19 and a fifty-two week high of $68.05. The firm’s 50 day moving average price is $64.89 and its 200 day moving average price is $62.89. The company has a market cap of $13.76 billion, a P/E ratio of 12.39 and a beta of 0.99.

About Dimensional U.S. Targeted Value ETF

The Dimensional U.S. Targeted Value ETF (DFAT) is an exchange-traded fund that mostly invests in extended market equity. The fund is an active, tax-managed fund that seeks to provide long-term capital appreciation from a portfolio of US mid- and small-cap value stocks. DFAT was launched on Dec 11, 1998 and is managed by Dimensional.